What problem does it solve?
It helps investors and operators quantify market opportunity (TAM, SAM, SOM) with evidence-backed math instead of vague estimates.
Core Features & Use Cases
- Rigorous TAM calculation: Runs both bottom-up (preferred) and top-down cross-checks to bracket the true opportunity.
- SAM filtering by product-fit: Applies model-based and geography-based filters (business model, ACV anchor, readiness, willingness-to-pay) with explicit reduction logic.
- SOM penetration and validation: Converts SAM into Year 1 and Year 3 achievable revenue/customer targets using benchmark penetration rates and comparable-company signals.
- Conflict reconciliation & sensitivity flags: Explains why bottom-up and top-down diverge (including the “new demand vs existing spend” case) and flags the three most sensitive assumptions to validate with primary research.
- Use cases: Startup/investment memos, IC deck market opportunity sections, pricing/ACV anchoring, and competitive opportunity sizing across SaaS, AI tools, consumer brands, F&B, fashion/beauty, packaging, and automotive.
Quick Start
Use the market-sizing skill to produce both bottom-up and top-down TAM/SAM/SOM for "X", with your target geography, business model (B2B SaaS, B2C subscription, marketplace, or physical), and the pricing/revenue unit you want to anchor.